Scotiabank seeks a Financial Advisor in Calgary, Alberta, focused on customer needs, holistic planning, and expert financial advice. Build relationships while pursuing sales goals.
As a Financial Advisor, you will discover customer needs, educate clients, and provide relevant insights. You will create comprehensive plans using a holistic approach to help customers achieve goals. The position also emphasizes lasting relationships, branch business growth, and positive customer experiences through individual and team sales goals.
Key Responsibilities:
- Proactively discover customer needs through attentive listening
- Educate customers and provide relevant expert advice
- Build comprehensive plans supporting customers' goals
- Nurture solid, long-standing customer relationships
- Deliver individual and team sales goals
Requirements:
- Drive to build strong customer relationships
- Commitment to excellent customer service
- Ability to meet and exceed sales targets
- Ability to uncover and solve customer needs
- Mutual Funds licence and progress toward CIFP Diploma
Bring customer insight, holistic planning, relationship development, and sales achievement to Scotiabank's Calgary Financial Advisor team.